This is your SolarWakeup for October 6th, 2014
Ignored most of the time are the regional op-eds about solar issues. I found the one from WV quite interesting because it shows how ingrained in our minds “fight any change” mentality really is. The problem with coal isn’t regulatory or even President Obama’s fake war on it. It is the fact that much like a consumer is normal to transition to Uber from a dirty taxi that doesn’t take credit cards, consumers are seeking a cleaner and less price volatile product like solar. Utilities are fighting in regulation but that too will change, because change always happens.
News
1 Reason:
Unlimited Free Solar Power?
2 RE World:
A Deeper Look into Yieldco Structuring
3 Renew Economy:
Citigroup
4 Xconomy:
Downstream Solar” Heats up, Consolidates with Pure Energies Buy
5 Bloomberg:
OneRoof Energy Getting $16.7 Million Financing for Rooftop Solar
6 Forbes:
A Light Bulb Shows How Solar And Wind Beat Coal
7 PV Magazine:
Energy Storage North America
8 Citizen Times:
Solar push a massive hit in North Carolina
Opinions:
9 Register Herald:
Obama's war is not coal's only problem
Have a great day!
Yann
These are the top 10 most read solar articles by your peers this week!
News
1 MIT:
A Promising Step Toward Round-the-Clock Solar Power
2 Renew Economy:
Solar costs heading to 4c/kWh, rooftop solar seen “unbeatable”
3 Forbes:
In Colorado, a New Solar Model Takes Root
4 Wash Post:
Benefits of solar panels clear after two years
5 Bloomberg:
Property Tycoon Reveals $20 Billion Solar-Led Portfolio
6 GTM:
How a Top Liberal State Is Creating a Market That Conservatives Should Love
7 Bloomberg:
Blackstone Scores $1.1 Billion Gain in Vivint Solar Debut
8 PV Magazine:
Sunrun announces expansion plans
9 Biz Journals:
RGS Energy to exit commercial solar, focus on residential
The Top 10 is ranked by the number of SolarWakeup.com readers that clicked on the news article during the previous week. It is the poll of the most relevant solar news of the week as judged by your colleagues and competitors.
Have a great day!
Yann
This is your SolarWakeup for October 3rd, 2014
Let’s reiterate the point from yesterday. Game on in residential solar. Now NRG announces the acquisition of Pure Energies to grow the customer acquisition pipeline. The new frontiers geographically will be another race as you can tell by the comments in the interview with $VSLR CEO. Some subtle news from the Vivint Solar roadshow, it appears that the company will be transitioning to string inverters from micro inverters. I’d love to take credit for that but I doubt the SWu article had anything to do with it.
News
1 Globe & Mail:
U.S. firm buys Toronto solar installer in push for residential
2 Fortune:
Vivint Solar CEO talks IPO
3 Guardian:
UK renewable energy subsidy changes anger solar industry
4 Scientific American:
Power Companies in Japan Move to Restrict Solar
5 RE World:
The Six Principles of Distributed Solar Policy and Rate Design
6 PV-Tech:
China dominated US$55 billion of global clean energy investment in Q3
7 Think Progress:
How To Make Fighting Climate Change Work For Workers
8 Bloomberg:
Battery Storage Targeted by German State That Built Solar
Opinions:
9 CleanTechnica:
Why Utilities Don’t Invest More In Solar (VIDEO)
Have a great day!
Yann
This is your SolarWakeup for October 2nd, 2014
IPOs, funding and corporate development. Vivint Solar is now $VSLR and aims to be the second largest residential provider in a few years, I think I know a few good people on Market Street that will make sure that doesn’t happen. Another good IPO however that showed upside which could open the door for more and that may have been the underlying reason for a $15mm raise by Verengo. Real Good also shifting to pure residential…game on!
News
1 Bloomberg:
Blackstone Scores $1.1 Billion Gain in Vivint Solar Debut
2 PV-magazine:
Scatec Solar completes IPO after delay
3 Bizjournals:
RGS Energy to exit commercial solar power installation, focus on residential
5 PV-tech:
Japan government confirms end-of-year review for FiT
6 Reneweconomy:
Energy storage
7 Utilitydive:
California real-time market opens to outside systems
8 Forbes:
In Colorado, a New Solar Model Takes Root
Opinions:
9 Renewable Energy World:
A Bounty of Shared Solar
Have a great day!
Yann
This is your SolarWakeup for October 1st, 2014
The new Prime-Minister from India was in the US this week. For many years, there has been whispers about the scale of the India solar market. Those news continue and some like Sunedison and First Solar appear to be partaking in the market. Others swear that they will have nothing to do with the market. Chasing new markets is also true in the US, so I want to know from you, what makes up your decision tree about looking into new markets?
News
1 The Guardian:
Can Narendra Modi bring the solar power revolution to India?
2 Bloomberg:
Property Tycoon Reveals $20 Billion Solar-Led Portfolio
3 Midwest Energy:
Cost of solar permitting swings widely in Minnesota
4 Reneweconomy:
Solar costs heading to 4c/kWh, rooftop solar seen “unbeatable”
5 Pv-magazine:
Trina Solar issues $100 million convertible notes
6 Clean Technica:
Australian Leaders Begin Dancing Around Renewable Energy Talks
7 Pv-tech:
Dozens of developers show interest in Hawaii’s big storage proposal
8 EDF:
Is Global Clean Energy Investment at a Tipping Point?
Opinions:
9 Washington Post:
Benefits of solar panels clear after two years
Have a great day!
Yann
This is your SolarWakeup for September 30th, 2014
Data is what makes an article interesting, especially when it is proprietary data. We all have it, but we always covet it so much and refuse to share. That sentiment, being secretive, is counterproductive to your business. You get far more for your brand and thought leadership if you open up and share your insight and data.
News
1 SolarWakeup:
Top 10 Solar States to Watch
2 Vox:
Solar is growing so fast that older energy companies are trying to stop it
3 PV Magazine:
LATAM and Caribbean to install 9 GW PV within 5 years
4 Forbes:
IBM Teams With Swiss Startup For Solar 'Sunflower'
5 Bloomberg:
PSEG to Spend $247 Million Through 2016 on Solar Power
6 Think Progress:
New York’s Bold New Plan To Expand Solar Energy
7 PV Solar Report:
Why Referrals Are the New Old Solar Customer Acquisition Strategy
8 CleanTechnica:
Why Local Energy Ownership Matters
Opinions:
9 Energy Collective:
The Politics of Distributed Generation
Have a great day!
Yann
This is your SolarWakeup for September 29th, 2014
As we enter the final stretch before SPI, it is apparent to me and others that solar is very global and very flat. (sorry for those that aren’t Thomas Friedman fans) We are brought together by technology into a large but tight community of solar professionals but it is the similar financial product by market segment that makes us flat. Each geography has its gold rush, most of the time focused on a segment like utility scale or residential. In the US those gold rushes have turned into markets, sustainable ones. What is left in the US? Small and medium commercial rooftops, that is where the next gold rush will be, who will be there first?
News
1 MIT:
A Promising Step Toward Round-the-Clock Solar Power
3 GTM:
How a Top Liberal State Is Creating an Electricity Market That Conservatives Should Love
4 Think Progress:
Following Customer Backlash, Wyoming Utility Withdraws Proposed Solar Surcharge
5 PV Magazine:
Sunrun announces expansion plans
6 PV-Tech:
US solar firms set to benefit from OPIC loan programme
7 RE World:
Washington DC Releases Proposed Community Solar Regulations
Opinions:
9 Motley Fool:
Not All Solar Power Is Created Equal
Have a great day!
Yann
These are the top 10 most read solar articles by your peers this week!
News
1 Think Progress:
Don’t Trust Climate Scientists, They’re In It For The Money
2 Forbes:
6 Reasons For The Solar Boom
3 Fox News:
The sunshine of other people’s money
4 Rochester Dem:
State pledges $750M for Buffalo solar plant
5 Motley Fool:
What You Need to Know Before Buying Vivint Solar's IPO
6 PV Magazine:
It's about the fossil fuels, stupid!
8 CBS:
Are solar panels on your roof worth the expense?
9 Gigaom:
Apple CEO calls new HQ “greenest building on the planet”
10 CleanTechnica:
Some People Are Still Skeptical About Solar. Why?
The Top 10 is ranked by the number of SolarWakeup.com readers that clicked on the news article during the previous week. It is the poll of the most relevant solar news of the week as judged by your colleagues and competitors.
Have a great day!
Yann
This is your SolarWakeup for September 26th, 2014
I believe in the circle of solar policy. Essentially it starts with utilities saying no to anything. Then after some battles it ends with solar growing and becoming more prevalent in a market. The utility execs then go back to the core, which is to get rid of net metering. You see this happening in MN and Austin with the VOST debate. Sounds pretty but it's a removal of net metering. NEM ensures that the generator owns the hedge provided by solar and provides consumers a choice in energy source. Don't be fooled by fancy new policies.
News
1 NYTimes:
Swiss Pilots to Fly Solar Plane Around World
2 CleanTechnica:
Citigroup Predicts 14 GW Australian Solar Market By 2020
3 PV Tech:
US tax authority to investigate residential solar tariffs
5 NationalJournal:
New York Schools Could Save Big by Going Solar
6 RE World:
Midwest Solar Market
7 BreakingEnergy:
Financing Clean Energy Infrastructure in Africa
Opinions:
8 NPR:
Solar Advocates Fight Utilities Over Grid Access
Have a great day!
Yann
This is your SolarWakeup for September 25th, 2014
You have to give credit to Elon Musk. Right after getting massive economic development help for the Tesla gigafactory, New York is going to pony up for the SolarCity manufacturing plant in Buffalo. After the news of the package went public yesterday, it is interesting to see that the plant has already broken ground.
News
1 PV Magazine:
California approves solar permit streamlining
2 PV Solar Report:
Utility-Scale Solar Poised for Continuing Growth Says LBNL
3 Gigaom:
SolarCity breaks ground on huge solar factory in New York, strikes deal with state
4 CleanTechnica:
Midwest Solar Market
5 Forbes:
6 Reasons For The Solar Boom
7 Slate:
We’re Watching You, Wisconsin Public Service Commission
Opinions:
9 Fox News:
The sunshine of other people’s money
Have a great day!
Yann
